-68.9%
U vs BBY
-1.6%
-67.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | 0.0% | +0.7% | -0.7% | -0.6% |
| 30D | -4.1% | +5.8% | -9.9% | -8.5% |
| 3M | +57.8% | +18.0% | +39.8% | +37.3% |
| 6M | +103.5% | +39.8% | +63.7% | +52.5% |
| YTD | -4.8% | +35.4% | -40.2% | -27.5% |
| 1Y | -2.4% | +21.4% | -23.8% | -19.9% |
| 3Y | +11.7% | +39.5% | -27.9% | -29.4% |
| 5Y | -68.9% | -0.5% | -68.4% | -74.7% |
| All | -68.9% | -1.6% | -67.2% | -74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BBY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling